The first four AP1000 reactors needed suppliers from three continents. The reactor vessels came from South Korea, the coolant pumps from Pennsylvania, and the pressure components from Italy. A delay on any one item moved the whole schedule. Westinghouse now wants to build ten in 36 likes · 12 retweets · 2 replies · 2026-06-01T12:01:00.000Z Captured by scrape-follows from @ChurchillWw

Applied Digital just crossed 1 GW of contracted data center capacity, after signing its second $7.5 billion lease with the same undisclosed investment-grade hyperscaler. The first deal came at Delta Forge in Louisiana only last month, so the same customer has now committed to 4 likes · 0 retweets · 1 replies · 2026-06-01T18:39:00.000Z Captured by scrape-follows from @ChurchillWw

Rare earth refining and permanent magnet investment continues to expand in the United States after decades of limited domestic capacity. ReElement Technologies and South Korea's Posco International have formed a $200M joint venture to build the full chain, from feedstock to 38 likes · 7 retweets · 3 replies · 2026-05-31T17:26:00.000Z Captured by scrape-follows from @ChurchillWw

I wrote the full version of this for Substack. Covers the forgings, the reactor coolant pumps that delayed Sanmen 1, what Westinghouse is doing at Monfalcone, and why Revision 20 matters for a fleet of ten. https://open.substack.com/pub/frontiermap/p/westinghouse-wants-to-build-ten-ap1000?r=71df40&utm_campaign=post&utm_medium=web… 15 likes · 1 retweets · 1 replies · 2026-05-31T14:59:43.000Z Captured by scrape-follows from @ChurchillWw

Northern Virginia holds 4,040 MW of data center capacity, more than the next seven US markets combined. The pattern that built it is now spreading to Atlanta, Dallas, and Chicago, each adding gigawatts to a grid engineered for a different kind of demand. New piece on the shape 13 likes · 4 retweets · 1 replies · 2026-05-29T00:42:27.000Z Captured by scrape-follows from @ChurchillWw

GE Vernova is delivering 29 aeroderivative gas turbines to Crusoe for its Abilene data center campus in Texas, nearly a gigawatt of power. Each LM2500XPRESS unit produces about 35 MW, and GE says it can be installed in as little as two weeks, start in five minutes, and run 163 likes · 27 retweets · 5 replies · 2026-05-29T02:50:56.000Z Captured by scrape-follows from @ChurchillWw

Commonwealth LNG has closed financing and begun construction on a 9.5 Mtpa export terminal in Louisiana, built from six identical liquefaction trains fabricated as finished modules in a shop and shipped to the Gulf Coast for assembly. Most US terminals are still welded together 2 likes · 1 retweets · 0 replies · 2026-05-29T22:19:04.000Z Captured by scrape-follows from @ChurchillWw

A Portuguese-era railway built across Angola between 1903 and 1929 is the shortest Atlantic export route for copper from Central Africa. After decades of war damage, Chinese engineers rebuilt the 1,300 km line by 2014. The European consortium operating it today is now 19 likes · 2 retweets · 0 replies · 2026-05-29T17:23:49.000Z Captured by scrape-follows from @ChurchillWw

Peak demand on the largest US grid is climbing fast enough that PJM has asked the Energy Department to let a Maryland 1972 oil unit run past its 438-hour-a-year emissions cap this summer, a unit it had already scheduled to retire and keeps online today only under a reliability 9 likes · 2 retweets · 2 replies · 2026-05-23T16:39:00.000Z Captured by scrape-follows from @ChurchillWw

In 2025, only 2.6 GW of US coal capacity retired out of 8.0 GW scheduled, after the Department of Energy issued emergency orders to keep several large plants running for grid reliability. Coal generated 650 TWh in 2024, 15% of the US mix. It declines as gas plants, battery 19 likes · 2 retweets · 2 replies · 2026-05-23T10:24:00.000Z Captured by scrape-follows from @ChurchillWw

Westinghouse wants to build ten AP1000 reactors in the US, and the binding constraint is in the supply chain rather than the license. Heavy components are one of the tightest links, because few plants in the world can fabricate a reactor vessel, and the wait runs into years. In 147 likes · 29 retweets · 9 replies · 2026-05-22T21:06:00.000Z Captured by scrape-follows from @ChurchillWw

The cells at Inola will run continuously at 940-980°C, drawing 300,000-600,000 amperes of direct current. If power stops for more than 4-6 hours, the bath solidifies, and the cells need to be physically rebuilt. The plant will connect through 2 independent high-voltage feeders, 14 likes · 5 retweets · 0 replies · 2026-05-22T09:22:00.000Z Captured by scrape-follows from @ChurchillWw

At Georges Besse II in Tricastin, thousands of centrifuges spinning at 70,000 rpm enrich uranium from its natural 0.7% to reactor-grade. At La Hague, spent fuel is cut into segments, dissolved in nitric acid, and separated into reusable uranium, plutonium, and waste. France built 52 likes · 13 retweets · 4 replies · 2026-05-22T15:48:00.000Z Captured by scrape-follows from @ChurchillWw

The DOE selected 20 projects across 15 states for $52 million to cut energy costs in trade-exposed industries: chemicals, steel, cement, food processing, pulp and paper. One project halves energy use in poultry rendering. Another replaces imported cement feedstock with domestic 12 likes · 2 retweets · 1 replies · 2026-05-19T08:23:00.000Z Captured by scrape-follows from @ChurchillWw

I broke down how the US generation mix actually shifts to 2035, and why gas, solar, and nuclear each play a different role in what comes next. https://open.substack.com/pub/frontiermap/p/gas-sun-and-uranium?r=71df40&utm_campaign=post-expanded-share&utm_medium=web… 0 likes · 0 retweets · 0 replies · 2026-05-19T22:30:10.000Z Captured by scrape-follows from @ChurchillWw

Hyundai-Posco Louisiana Steel signed a power deal with Entergy for a $5.8B greenfield EAF mill in Donaldsonville. It’s the first Hyundai Steel plant outside South Korea. Posco, Korea’s largest steelmaker, holds 20%. The mill will produce 2.7 million tons per year using 19 likes · 3 retweets · 0 replies · 2026-05-19T18:19:56.000Z Captured by scrape-follows from @ChurchillWw

For the first time on record, US commercial electricity consumption will surpass residential in 2027, driven almost entirely by data centers. EIA's May outlook projects demand growing 3.1% next year, the strongest annual increase in two decades. By 2035, total generation rises 2 likes · 0 retweets · 2 replies · 2026-05-19T22:25:08.000Z Captured by scrape-follows from @ChurchillWw

Solar now delivers power at $54-82 per MWh in high-irradiance regions without intermittency, according to IRENA. That figure is the LCOE, the total cost of building, financing, and operating the system per unit of electricity generated over its lifetime, batteries included. 8 likes · 2 retweets · 4 replies · 2026-05-18T20:20:30.000Z Captured by scrape-follows from @ChurchillWw

Solar added 64 TWh in the US in 2024, +27% over 2023. It surpassed hydroelectric for the first time. The EIA projects 43 GW of new solar capacity in 2026 alone, +60% over 2025. 39% of US territory is suitable for utility-scale solar. It would take 0.6% of the country's land area 9 likes · 1 retweets · 2 replies · 2026-05-18T19:23:00.000Z Captured by scrape-follows from @ChurchillWw

SoftBank is converting a former Sharp LCD factory in Osaka into a 1 GWh/year battery plant using zinc-halide chemistry, not lithium. The batteries will power its own AI data centers. SoftBank already owns Arm, Graphcore, a modular data center factory in Ohio, and 3+ GW of US 18 likes · 3 retweets · 0 replies · 2026-05-18T16:06:47.000Z Captured by scrape-follows from @ChurchillWw

After 46 years without building a single primary aluminum smelter, the US is starting one in Inola, Oklahoma. Century Aluminum and Emirates Global Aluminium plan to produce 750,000 tonnes per year, which would more than double current US output from four remaining plants that 1877 likes · 471 retweets · 69 replies · 2026-05-17T16:04:25.000Z Captured by scrape-follows from @ChurchillWw